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Family Reunion spreadsheet using Excel

A couple of your cousins have heard from other family members that you are using Excel to organize the family reunion data and create invoices and labels. They have asked you if you can help them create a check registry for one of their projects. They have created a workbook for their project, and you decide to review the formulas they have decided to use.

Download the project workbook.

As you review the workbook, you realize you can create a similar workbook to track payments by each family participating in the family reunion to ensure that you are not using your own money to fund their attendance. You decide to construct a Family Reunion Account workbook that contains information similar to the original Bank Account workbook and uses formulas and functions.

Before you begin creating the workbook, you must define how the workbook will be constructed. The functions you are required to use are IF and SUMIF. You may also use other functions, but these 2 are part of the minimal requirements. The only other minimal requirement is the use of data validation. You must also create a short document (2-4 paragraphs) describing the following:

Why did you use the layout, formatting, formulas, and functions of the new workbook you did?
Why this is an effective layout?
You must format the worksheets to be easily read and understood. Each sheet should be renamed, and the tab color should be changed.


Solution Preview

The worksheet labeled Totals provides a summary of the computations done in the Reunion worksheet. I will go over the Reunion worksheet which contains all the calculations for the family reunion, followed by the Totals worksheet which uses specific calculations in the Reunion worksheet.


The layout consists of columns which are labeled with the appropriate headings. Cells in red are entered by the user. Cells that are not colored should not be changed as they contain formulas. This colored layout was used to make it easier for the user to enter data. The formatting includes dollar signs to make it easier to see where the dollar amounts are located. The SUMIF, IF and COUNT functions were used to compute the values in cells in the worksheet. They will be explained ...

Solution Summary

The questions are answered in an Excel file with 2 worksheets and a Word file with 576 words.